Budget & Payment Schedule
Drafts a wedding or event budget across the standard categories from the planner's total, with the payment schedule PeerX builds from the project's records, and re-balances it when a quote comes in over its line. Every split adds up to the stated total.
The Budget & Payment Schedule agent comes with the Professional plan, in the Wedding & Event Planners bundle, $49 a month for your practice, your whole team included. You choose it when you set up a project after you sign up for Professional.
How the Budget & Payment Schedule agent works with you
The agent does the drafting. You make every decision that leaves your project.
- BriefYou describe the project and add what the agent should work from.
- DraftThe agent drafts the work on your own project data.
- ReviewYou read the draft, then approve it or send it back with a note for your team. The agent does not revise it.
- DeliverOnly an approved draft can become a delivery, which you send yourself.
What it drafts
What it works from: What you tell it, plus the project you link to the conversation (date, guests, budget, location) and your own vendor book. It is set up to name only vendors in your vendor book. It drafts; you decide and send.
- A category budget with amounts, shares and per-head costs, and a sum line that matches your total
- A deposit and balance schedule with running totals
- A re-balanced budget when a quote comes in over its line
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